Optimist Retirement Group LLC Innovator U.S. Equity Buffer E Transaction History
Optimist Retirement Group LLC
- $216 Million
- Q3 2025
A detailed history of Optimist Retirement Group LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 15,830 shares of BMAY stock, worth $696,520. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,830
Previous 15,830
-0.0%
Holding current value
$696,520
Previous $668,000
3.89%
% of portfolio
0.32%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding BMAY
# of Institutions
93Shares Held
2.66MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA414KShares$18.2 Million0.24% of portfolio
-
Valtinson Bruner Financial Planning LLC211KShares$9.29 Million3.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL186KShares$8.19 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC143KShares$6.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$6.21 Million0.0% of portfolio